Tasks

Tasks is a part of TAR (Tasks, Actions and Reminders) Tasks are a kind of to-do lists; to help you remind or your employee to take action.
For instance: you want to remind yourself (or your employee) to call a client about a quotation, because you want to ask if the quotation is accepted or not. You set a new task and this task will appear in the task overview list, so you can check regularly your 'to-do-list".The list of tasks also appears on the right side of your screen when you use your CRM.

 


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